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Record Nr. |
UNINA9910877124303321 |
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Autore |
Hughes James E |
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Titolo |
The cycle of the gift : family, wealth, and wisdom / / James E. Hughes, Susan E. Massenzio, Keith Whitaker |
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Pubbl/distr/stampa |
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Hoboken, N.J., : Wiley, c2013 |
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ISBN |
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1-118-57016-2 |
1-283-71512-0 |
1-118-48834-2 |
1-118-48837-7 |
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Edizione |
[1st edition] |
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Descrizione fisica |
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1 online resource (194 p.) |
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Collana |
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Altri autori (Persone) |
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MassenzioSusan E |
WhitakerAlbert Keith |
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Disciplina |
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Soggetti |
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Families |
Wealth |
Families - Economic aspects |
Estate planning |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Nota di bibliografia |
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Includes bibliographical references and index. |
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Nota di contenuto |
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The Cycle of the Gift: Family Wealth and Wisdom; Copyright; Contents; Preface; Acknowledgments; Introduction; Some Key Terms and Images; Chapter 1: The Elephant in the Room; Grandparents' Checks; When Giving Becomes an Opportunity; Chapter 2: The Spirit of the Gift; Where the Spirit Leads; The Who of Giving; Chapter 3: Becoming a Wise Giver; Know Thyself; How Much?; Guilt and Remorse; Nothing Too Much; Chapter 4: Receiving Wisely; A Bad Investment?; The Psychological Stages of Giving; Developmental Stages; Giving and the Work Ethic; Not Yet; Meteors and Resilience; Investing in Recipients |
Chapter 5: SpousesLearning from Yourselves and Each Other; Three-Step Process; Blended Families; Prenuptial Discussions; Fiscal Unequals; Chapter 6: Grandparents; Grandparents' Great Opportunity; Involving Parents; Grandparents and Philanthropy; Chapter 7: Trustees; The Choice of Trustee; The Type of Trustee; The Relationship between Beneficiary and Trustee; A Regenerative Role; Chapter 8: Elders; Intergenerational Dynamics; Growing Elders; The Work of Elders; The |
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How of Giving; Chapter 9: Control versus Freedom; The Myth of the Free Gift; Cui Bono?; The Giving of Accounts; Letting Be |
Chapter 10: Fair versus Equal, Separate versus TogetherThe Balancing Act; Pot Shots; Flourishing; Promises; Chapter 11: Giving Outright, via Loans, or in Trust?; Options; Sharing the Spirit; Making Loans Work; Why Trusts?; The Family Bank; Form versus Function; The What and Why of Giving; Chapter 12: What Families Give; Homes; Business Interests; Values; Rituals; Reputation; Chapter 13: The Why of Giving; Why Not; The Family Tree; Giving Thanks; About the Authors; Index |
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Sommario/riassunto |
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A comprehensive guide to giving well to family members Giving is at the core of family life--and with current law allowing up to 5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, ""How do I prepare recipients of such large gifts?"" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the G |
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